Waiting List Validation (WLV)

PKB WLV options

PKB supports organisation’s elective recovery plans for Waiting List Validation (WLV) with our understanding that it's about capturing more and better data about patients waiting on lists.

Waiting list validation via PKB can be done quickly and efficiently using a manual workflow that requires no technical integration or a completed automated workflow.

Hospitals can use PKB's advanced questionnaires (AQ) to improve their waitlist validation process by regularly sending automated questionnaires to verify if patients still need treatment, identify those willing to travel to nearby hospitals for faster care and find those available on short notice to fill last-minute cancellations. This proactive approach helps to ensure the waiting list remains accurate by removing patients who no longer require treatment and freeing up appointment slots for others.

 

Current problems

  • Long waiting list

  • No process to discuss any changes to the patient's condition

  • Unknown deterioration resulting in emergency admissions

  • Resulting in more money and time being wasted

  • Negative patient experience

  • Patients are not always fit for surgery 

  • No education or support for patients

  • Paper and phone-based approaches are not fit for purpose

PKB solutions

  • Automated questionnaires to verify surgery needs: through automated questionnaires.

  • API integration for triggering and data extraction: use APIs to trigger questionnaire dispatches and pull responses back.

  • Timed questionnaires: send questionnaires at key points in the patient’s journey

  • Streamline: identify and remove patients no longer require services.

  • Gather data: If a patient's condition has changed/worsened.

  • Targeted last-minute cancellations.

  • Identify patients willing to travel.

  • Enhance patient experience with regular contact.

  • Implement digital workflows that work across all specialities.

Benefits

  • Streamline processes and automate engagement: reduce admin and clinical time.

  • Maintain patient contact with minimal resources.

  • Reduce DNAs and improve attendance rates: prompt patients who no longer need treatment to opt out and keep others informed to reduce no-shows.

  • Save clinic time: prevent on-the-day cancellations.

  • Cost-efficient solution: use WLV functionality across the hospital at no additional cost.

  • Totally automated WLV and Manual WLV workflows are available.

PKB automated and manual options

Automated WLV

PKB enables a fully automated WLV workflow, allowing teams to streamline processes efficiently:

  • The entire process is automated, reducing administrative burden.

  • Non-registered patients can complete questionnaires via email without needing to register on the platform.

  • Branching logic simplifies responses, allowing tailored follow-ups for "yes" or "no" answers.

  • Additional questions can be presented to patients remaining on the list to determine their circumstances.

  • Supports patient registration by linking upcoming appointments directly to their records.

Manual WLV

For a simpler setup, teams can opt for manual WLV:

  • Quick and straightforward to implement.

  • Requires no integration resources, making it accessible to any team.

Both options are being used by PKB customers to efficiency reduce their waiting lists.

Workflow

This is the suggested workflow PKB can help you set up.

Registered patient's WLV workflow  

Patients are added to the team, and a questionnaire is sent to confirm if they still want their appointment. Based on responses, the team can:

  • Validate the waiting list, discharging patients from the PKB team if they no longer require the appointment.

  • Retain patients in the team and send follow-up waiting list validation questionnaires as needed.

For unregistered patients, the team can send a digital letter via PKB or an SMS, encouraging them to register and complete the questionnaire.

WLV and shared decision tool workflow

PKB has digitalised NHSE's shared decision tools into editable, shareable PKB care plans. Hospitals can add any of these templates to the Patient Record team or WLV team for patients to add, complete and share anytime. The care plans are designed to ensure patient is given information so they can make informed decisions about their care and treatment plans.

Use cases 

Mid Yorkshire Hospitals NHS Trust

Completed a trial implementing tailored Waiting List Validation Questionnaires sent to patients via PKB across 14 clinical specialities. With patient response rates of 50-80%, they achieved an immediate 6% reduction in the waiting list and an estimated £14,000 saving in clinical costs if the patients who were discharged had missed appointments. With proven positive impact, this is now being expanded across more specialities, integrating automation for more effective pathway management. To read the full case study, click here.

  • 6% of patients requested to be removed from the waiting list, resulting in improved efficiency and reduced backlog. 

  • Estimated cost savings of £14,000 in clinical expenses for a small cohort by avoiding unnecessary Did Not Attends (DNAs).

  • 94% of patients requested to remain on the waiting list, ensuring appropriate prioritisation and care delivery - of the patient responses received, 48% were submitted via PKB, with 47% completed within 2 hours. This rapid response time provided the Trust with a real-time snapshot of the waiting list, which is essential for effective management in the face of constant changes.

Example Advanced Questionnaire (AQ) template

Hull University Teaching Hospital

Key features 

All services validating waiting lists can use key PKB features to capture data. Below is a list of them.

Advanced questionnaires 

PKB’s advanced questionnaire functionality includes the following:

  • Scoring and calculations

  • Branching, allowing patients to complete the parts of the questionnaire that are relevant to them

  • Coded fields questionnaires can be mapped to clinical codes

  • Patients can save drafts

  • Send questionnaires to patients who aren’t registered or already in your team

Messaging 

Library 

  • Waiting Well resources

  • Online patient leaflets

  • Support group information

  • Videos

Care plans

PKB care plans can be used at every stage of a patient's journey. Below are some of the care plan templates being used.

Appointments

  • Appointment letters and appointments sent to PKB via integration

  • Manually entered appointments

Example goals for WLV teams

Reduce waiting list for the ………… team by December 2025 (... months post admin team go live) from (current waiting list times) to ( %) by validating all patients on the waiting for appointments by sending them a digital questionnaire through PKB instead of by post or not at all.  Current waiting list rates are (%). …. months post-going live, the team compared the waiting list of patients with and without a PKB record. It is a local NHS priority to reduce waiting lists to save money.

Further information

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